Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

30,631 signal articles · 30 in last 24h · 155,698 total before filter · latest 1h ago
30last 24h
848last 7d
142● bullish (7d)
89● bearish (7d)
214publishers
AllMacro196Earnings106M&A122Regulatory20Product21Analyst19
✕ clear all filtersticker: ^GSPCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Jim Cramer Weighs In on Sentiment Shifts Driving Accenture and Cognizant Rallies
Insider Monkey46d agobullish
Jim Cramer Weighs In on Sentiment Shifts Driving Accenture and Cognizant Rallies

On Monday’s CNBC Mad Money episode, host Jim Cramer examined the top-performing stocks in the S&P 500, focusing on the dramatic turnaround in IT consulting leaders Cognizant Technology Solutions Corporation (NASDAQ:CTSH) and Accenture plc (NYSE:ACN). Addressing how market sentiment shifted around the “AI displacement trade,” Cramer outlined how both stocks surged despite long-standing Wall Street […]

Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow
Insider Monkey46d agoneutral
Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow

During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming ground after extended selling pressure tied to artificial intelligence concerns. He […]

Jim Cramer Examines PayPal Holdings Performance Under Enrique Lores and M&A Speculation
Insider Monkey46d agoneutral
Jim Cramer Examines PayPal Holdings Performance Under Enrique Lores and M&A Speculation

On CNBC’s Mad Money’s August 3 episode, host Jim Cramer highlighted PayPal Holdings, Inc. (NASDAQ:PYPL) as one of the standout performers in the S&P 500 during July as it gained 32.5%. While noting operational improvements under Chief Executive Officer Enrique Lores, Cramer focused on the market reaction surrounding a reported buyout proposal from private fintech […]

Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.
Barrons.com46d agobullish
Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case
Insider Monkey46d agoneutral
JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Flowers Foods (FLO) Cuts Dividend to Strengthen Financial Health
Insider Monkey46d agobearish
Flowers Foods (FLO) Cuts Dividend to Strengthen Financial Health

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
Insider Monkey46d agoneutral
Unlocking Alibaba’s (BABA) Transformation Beyond Distribution

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]